See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,420 | $72,492+62.0% | $87,100+34.8% | $72,985+60.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.46% | 24.46%-3.0pp | 28.19%-6.7pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,636 | $1,894+92.0% | $2,521+44.2% | $2,440+49.0% |
| Participant deferral / active EE | $3,269 | $3,2700% | $4,049-19.3% | $3,607-9.4% |
| Admin fee / account holder | $1,893 | $5,055-62.5% | $7,497-74.7% | $5,124-63.1% |